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Original filing (PDF)20251013125330NAL0001979632001
NORRIS, INC.
Form 5500
FILING_RECEIVED
NORRIS, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 1
33% in single holding
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Vanguard" is 33% of plan.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORRIS, INC..
Plan sponsor
Name
NORRIS, INC.
EIN
39-0833609
Address
W247 S10395 CENTER DR. · MUKWONAGO, WI · 53149
Phone
(262) 662-5900
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BAKER TILLEY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAIRD | 39-6037917 | — | NONE | $32K | — |
| ANICK & ASSOCIATES | 39-1977004 | — | NONE | $8K | — |
Investments
8 direct securities· $12.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard | — | — | $3.9M | $3.9M | 32.4% | |
| Vanguard | — | — | $3.1M | $2.7M | 22.0% | |
| T Rowe Price | — | — | $1.7M | $1.7M | 13.9% | |
| Wells Fargo | — | — | $1.3M | $1.2M | 10.1% | |
| Guggenheim Investments | — | — | $1.3M | $1.2M | 10.0% | |
| Dodge & Cox | — | — | $1.3M | $1.2M | 10.0% | |
| Dreyfus | — | — | $50K | $50K | 0.4% | |
| Dreyfus | — | — | $24K | $24K | 0.2% |
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